- Citigroup (Arlington Heights, IL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques… more
- KeyBank (Chicago, IL)
- …to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate ... Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the… more